Animal Spirits: Is Financial Education Working?

On today’s show we discuss how retail became the smart money, why long-term investing caught on, where the money is coming from to buy the dips, chances of re-testing the lows, the Moody’s downgrade, millionaires next door, takeout food culture, the broken housing market and more.

60/40 Portfolio Corrections, Bear Markets and Recoveries

A reader asks: I saved one of your articles that had some figures from all the bear markets since 1950 thru 2020 (was couple years ago). It had a table with the % drop at the trough, the number of days to the bottom, the date and number of days back up to breakeven, as…

Talk Your Book: Will China Win the Trade War?

On today’s show, we are joined by Brendan Ahern, CIO at KraneShares to discuss an update on Chinas economy, China real estate, the AI race with China, stock picking within China, consumerism outside the US, and much more!